← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2701	Dragoneer Investment Group San Francisco, California	$0	-$1.2M	0	–	Closed
2702	DB Dravo Bay Rehoboth Beach, Delaware	$0	-$4.83K	0	–	Closed
2703	DIP DT Investment Partners Chadds Ford, Pennsylvania	$0	-$242K	0	–	Closed
2704	DA Duality Advisers Miami, Florida	$0	-$3.6M	0	–	Closed
2705	Dymon Asia Capital (Singapore) Singapore	$0	-$1.05M	0	–	Closed
2706	EH EMG Holdings Old Greenwich, Connecticut	$0	-$1.07M	0	–	Closed
2707	EP EPIQ Partners Minneapolis, Minnesota	$0	-$235K	0	–	Closed
2708	EAM Eukles Asset Management Cincinnati, Ohio	$0	+$20	1	0%	New
2709	FFA Fi3 Financial Advisors Indianapolis, Indiana	$0	-$231K	0	–	Closed
2710	FAN Financial Advisors Network Tustin, California	$0	-$237K	0	–	Closed
2711	FAG Financial Advisory Group Houston, Texas	$0	-$173K	0	–	Closed
2712	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$3.89M	0	–	Closed
2713	FNWM Financial Network Wealth Management Draper, Utah	$0	-$233K	0	–	Closed
2714	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$0	-$243K	0	–	Closed
2715	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$394K	0	–	Closed
2716	FC FORA Capital Miami, Florida	$0	-$4.21M	0	–	Closed
2717	FCMA Foresight Capital Management Advisors Saline, Michigan	$0	-$72K	0	–	Closed
2718	FC Forte Capital Rochester, New York	$0	-$305K	0	–	Closed
2719	FFG Fortem Financial Group Palm Desert, California	$0	-$465K	0	–	Closed
2720	FI Fosun International Hong Kong, China	$0	-$387K	0	–	Closed
2721	FRA Frank Rimerman Advisors Palo Alto, California	$0	-$781K	0	–	Closed
2722	FFG Frisch Financial Group Melville, New York	$0	-$245K	0	–	Closed
2723	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$86K	0	–	Closed
2724	FH FWG Holdings Winter Park, Florida	$0	-$237K	0	–	Closed
2725	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$322K	0	–	Closed